Tencent Stock Analysis: Potential 3x on China Recovery News? Tencent (0700) + Prosus (PRX) Stock

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   Continuing the look into Chinese stocks following the 2025 policy shift, we're taking a look into Tencent, China's largest company by market cap. Make sure to also check the JD and Alibaba stock analysis!

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2. Despite Americans loving BABA – due to them knowing the founder – Tencent is a better opportunity for the long term. For instance, Wechat is an all encompassing app (from chatting to banking) that most people in the world don't comprehend. I sold out of tencent (HK listed) at the last short lived gov't-induced stock market boost — these boosts never last. I only sold because my largest HK holding is in the tracker fund (equivalent to the S&P) and Tencent is overweight in that fund. And as you have figured out, I'm trying to downsize my HK/China positions.

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3. Thank you for this insight.
   I don’t like that Prosus sells Tencent shares at this low price and then buys back their own that, apart of owing Tencent do not have some wonderful, profitable businesses.

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4. yes baba and jd are cheaper but tencent is a great company at a fair price. I own all three as well as BYD and Baidu

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5. You should take a look at GRVY. It is a south korean gaming company with a market cap of $500m with almost the same in cash and solid cash flows trading at a single digit pe.

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6. great channel

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7. Hello, great video. thanx.

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